AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.7B
AUM Growth
+$775M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,139
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$20.4M
3
+$16.4M
4
XOM icon
Exxon Mobil
XOM
+$15.9M
5
CB icon
Chubb
CB
+$14.5M

Top Sells

1
+$27.2M
2
+$15.8M
3
+$12.7M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$10.5M
5
PRE
PARTNERRE LTD
PRE
+$10.1M

Sector Composition

1 Financials 16.03%
2 Technology 14.54%
3 Healthcare 13.77%
4 Consumer Staples 9.38%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$1.92M 0.02%
223,166
-33,122
802
$1.92M 0.02%
63,041
-17,180
803
$1.87M 0.02%
172,055
+1,432
804
$1.87M 0.02%
23,049
-411
805
$1.86M 0.02%
71,009
+10,671
806
$1.85M 0.02%
37,511
+8,649
807
$1.84M 0.02%
34,196
-1,764
808
$1.84M 0.02%
11,713
+2,481
809
$1.83M 0.02%
73,892
+3,922
810
$1.83M 0.02%
27,065
+871
811
$1.83M 0.02%
172,318
+13,512
812
$1.83M 0.02%
29,410
-32,962
813
$1.83M 0.02%
28,207
+8,459
814
$1.81M 0.02%
615,400
+52,949
815
$1.81M 0.02%
39,435
+14,855
816
$1.8M 0.02%
71,822
+32,911
817
$1.8M 0.02%
77,964
-18,652
818
$1.8M 0.02%
52,820
-4,092
819
$1.79M 0.02%
122,473
-12,295
820
$1.79M 0.02%
26,916
-5,624
821
$1.78M 0.02%
42,785
+1,133
822
$1.77M 0.02%
30,699
+3,321
823
$1.77M 0.02%
37,306
+11,829
824
$1.77M 0.02%
75,291
+431
825
$1.77M 0.02%
25,508
+1,873
31 32
33
34 35